Culver Tool & Engineering, LLC 401(K) Plan & Trust — Form 5500 plan (Culver Tool & Engineering, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Culver Tool & Engineering, LLC 401(K) Plan & Trust is a benefit plan reported by Culver Tool & Engineering, LLC under EIN 35-1753639 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $7,049,530 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Culver Tool & Engineering, LLC
- EIN
- 35-1753639
- Plan number
- 001
- Plan type
- 2
- Location
- Plymouth, IN
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $7,049,530
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20251013110348NAL0000521123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,049,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,049,530
- Net assets (BOY)
- $5,668,458
Income & contributions
- Employer contributions
- $344,023
- Participant contributions
- $704,998
- Total contributions
- $1,071,652
- Total income / additions
- $2,117,512
Expenses & distributions
- Benefits paid
- $655,137
- Administrative expenses
- $81,303
- Total expenses
- $736,440
- Net increase / (decrease)
- $1,381,072
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services | INVESTMENT ADVISOR | $33,086 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. | RECORDKEEPER | $32,065 | $0 | 2023 |
| Retirement Plan Concepts & Services | CONTRACT ADMIN | $4,824 | $6,377 | 2023 |
| Insight Accounting Group Pc | AUDITOR | $5,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,034 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Culver Tool & Engineering, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Plymouth, IN
- Commonwealth Equity Services — Schedule C compensation
- Empower Annuity Insurance Co. — Schedule C compensation
- Retirement Plan Concepts & Services — Schedule C compensation
- Insight Accounting Group Pc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation